Nonprofit

This multi-disciplinary group of 25 professionals serves nonprofit clients in a variety of organizations. In addition to LaPorte’s traditional audit and tax services, we offer significant management consulting services relevant to our nonprofit clients. While many firms have industry concentrations, LaPorte’s nonprofit group comprises professionals who meet monthly to cross-train, identify best practices, review industry trends, and work together to reach collective solutions for our nonprofit clients.

Commitment to the Nonprofit Industry

    LaPorte has over 200 nonprofit organizations served by over 30 percent of the firm’s professionals. Members of our Nonprofit Industry Group attend the AICPA nonprofit annual conference and are involved in the Louisiana Association of Nonprofit Organizations (LANO). Nonprofit audit updates are provided to all audit staff members, and we regularly send a nonprofit newsletter to clients and prospects. We also offer peer benchmarking reports to clients. Above all, we take great pride in the active volunteerism of our employees in Louisiana and Texas.

Nonprofit Client Base

    The LaPorte Nonprofit Industry Group serves a variety of clients, including:

  • Private foundations
  • Public charities
  • Social and country clubs
  • Trade associations

Services

    Organization Formation and Structure

  • Helping form nonprofit organizations and apply for tax-exempt status
  • Reviewing an organization’s structure and policies for effective management and governance

    • Governance

    Consulting Services

  • Evaluating executive and board compensation
  • Preparing structures to help avoid intermediate sanctions
  • Providing Human Resource assistance and assisting with placement

    • Financial Oversight

    Consulting Services

  • Assessing accounting systems, information systems, and record keeping requirements
  • Assessing controls and fraud prevention
  • Assessing investment management and performance
  • Assessing nonprofit financials and evaluating performance
  • Helping develop plans for investment management
  • Helping develop strategic plans/business plans
  • Reviewing compliance and disclosure requirements
  • Tax planning regarding unrelated business income
  • Tax planning regarding new activities

    • Accounting Services

  • Audits of federal awards programs (compliance with OMB Circular A-133)
  • Audits of financial statements
  • Bond defeasance and arbitrage measurements
  • Budgeting and strategic planning
  • Compilations and reviews
  • Executive compensation reviews and evaluations
  • Financial reporting
  • Fraud prevention
  • Internal controls evaluations
  • Performance and operational reviews

    • Tax Compliance Services

  • Preparation of application for tax-exempt status (Form 1023 or 1024)
  • Preparation of private foundation tax return annual filing (Form 990PF)
  • Preparation of annual unrelated business income tax return filings (Form 990T)
  • Preparation of annual nonprofit tax return filings (Form 990)
  • Representation for IRS audits and correspondence

    • Fundraising

  • Assisting with charitable gift planning
  • Educating the board on its role in fundraising
  • Making presentations to donors on charitable giving arrangements

Biographies | Group Leaders

    Lance MoranLance C. Moran, CPA
    Vice President, Audit and Assurance Services

    Eric E. BoschEric E. Bosch, CPA
    Director, Audit and Assurance Services
    Biography

    Frank H. Carbon Jr.Frank H. Carbon Jr., CPA, CFP
    Director, Audit and Assurance Services
    Biography

    Bruce PrendergastBruce Prendergast, CPA, MS
    Director, Tax Services
    Biography

    Gregory P. RomigGregory P. Romig, CPA
    Director, Audit and Assurance Services
    Biography

    Bonnie M. WyllieBonnie M. Wyllie, JD, LLM
    Vice President, Tax Services

Client Testimonials

    “We feel confident with them. Continuity, deep knowledge of nonprofits, dependability, and accessibility are what come to mind when I recommend the services of LaPorte.

    I also value that they do things when they say they will, and that our audit and tax work runs smoothly.

    Continuity is also a big plus for LaPorte as we don't have to take the time to train someone new."

    Tatsy Jeter
    Vice President of Finance, 
Louisiana Hospital Association

     

    "The firm matches up well with what I look for in a firm in that they are honest, have a strong local reputation, and are flexible in working around our schedule versus having us work around theirs. We can count on them to provide good suggestions and accurate information.”

    Jay Rive
    Executive Director 
Poydras Home

     

    "LaPorte’s timeliness in responding to the needs and issues of The Greater New Orleans Foundation has been exemplary. The professional expertise and client service displayed by LaPorte has been invaluable to our organization and the relationship formed has exceeded our high expectations.”

    Gregory Ben Johnson, President & CEO
    Kathleen R. Hebert, Vice President of Finance
    The Greater New Orleans Foundation

Newsletter | Profitable Solutions for Nonprofits

    Current Newsletter | Spring 2011

    This eight-page quarterly newsletter discusses a broad range of relevant accounting, compliance, technology, governance and management issues.

    Representative Topics

  • Audits and compliance
  • Organization and governance
  • Unrelated Business Income and tax issues
  • Donor relations / fund raising
  • Benefits and human resources
  • Internal controls / fraud prevention
  • Technology / accounting systems
  • Investments and fund management

    • Would you like to receive LaPorte's Profitable Solutions for Nonprofits newsletter? Click here to sign up for the complimentary newsletter.

McGladrey Alliance

    Click here to visit the RSM McGladrey Network website

    As part of the RSM McGladrey Network, LaPorte is one of the leading accounting and consulting firms serving your industry.

    The RSM McGladrey Network is committed to the middle market and to providing the full breadth of accounting, tax, and consulting services to help its clients succeed.

    As consultants to a large number of public service units nationwide, the RSM McGladrey Network understands the economics, operations, and trends in this industry. LaPorte, combined with the resources of the RSM McGladrey Network will contribute innovative and practical solutions to your problems.

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